All configuration work is performed within the Configuration application. This document lists the available configuration screens organised by module.
Screens are referenced throughout documentation using the format Module \> Screen, for example Layouts \> Modules.
Objects
Objects \> Objects - Create and maintain the objects that store business data.
Objects \> Attributes - View attributes across all objects. Commonly used for impact analysis when planning changes.
Objects \> Virtual Objects - Create and edit virtual objects, which provide read-only views combining data from other objects.
Objects \> Selection Groups - Create and edit selection groups, which provide a means to restrict data options based on the value of another attribute
Objects \> Summary Object Configuration - Create and edit summary objects, which provide read-only summaries or aggregates of data from an existing object
Process Configuration
Process Configuration \> Processes - Create and manage processes used for automation, imports, and calculations.
Process Configuration \> Filters - Create and manage filters used to select records for processing.
Process Configuration \> Process Inputs - View process inputs across the system.
Process Configuration \> Process Outputs - View configured outputs generated by processes.
Process Configuration \> Process Deletions - View records that may be deleted during process execution.
Process Configuration \> Process Reports - View process report outputs configured across the system
Layouts
Layouts \> Applications - Create and configure applications.
Layouts \> Modules - Create the modules used to organise screens.
Layouts \> Screens - Create screens used to display object data.
Layouts \> Object Editors - Define how object attributes appear on screens.
Layouts \> Details Links - Configure navigation between related records.
Layouts \> Search Defaults - Configure default "contains" filters for String and Reference attributes.
Security
Security \> Roles - Define roles that control access to applications and modules.
Security \> Data Security Roles - Define data-level access controls.
Resources
Resources \> Resources - Define which objects are exposed through the OData interface.
Processes
Processes \> Process Execution - Run processes associated with the configuration environment.
Processes \> Process History - View process execution history.
Processes \> Notifications - View notifications generated by processes.
Email Management
Email Management \> Incoming Mail Filters - Define which incoming emails are accepted.
Email Management \> Processing Rules - Define permitted senders and handling behaviour.
Email Management \> Outgoing Mail Recipient - Define recipients for process-generated notifications.
Email Logs
Email Logs \> Outgoing Mail Logs - View outgoing email queue activity.
Email Logs \> Incoming Mail Logs - View received email records.
Units
Units \> Dimensions - Define and edit the category of units that exist, for example area, volume, density.
Units \> Units of Measure - Define and edit units of measurement that can be assigned to attribute values.
File Processing
File Processing \> File Handlers - Configure file import behaviour.
File Processing \> File Process Logs - Review logs from file import operations.
Validation
Validation \> Validation Formulae - Create and manage validation rules applied to object data.
Reports
Reports \> Report Files - View and download report files generated by processes.
System
System \> Data Retention Configuration - Create rules that control how long object data is retained.
System \> Lock Date - Create and manage lock dates that prevent edits to records dated on or before the lock date.
System \> Instance Details - Find the instance ID, email address and OData URL